Can I pass the transaction fee on to my customers?
Absolutely! With ePayPolicy, you can seamlessly pass along credit card and/or ACH fees to your customers using our user-friendly payment page, which is fully compliant with regulations in all 50 states. How does it work? Your ePayPolicy payment page will auto-calculate transaction fees based on the payment amount and payment type. Payers will see th...
Void or Refund a Payment
For clients operating within the ePayPolicy ecosystem, understanding how to efficiently reverse payments is crucial. In this article, we will delve into the two methods for reversing payments: Voids and Refunds. If you are a payer seeking to reverse a payment, please use the contact information conveniently located at the bottom of the e-receipt yo...
Are these transactions secure?
We are PCI Level 1 compliant, which is the highest level of compliance from the Payment Card Industry. We go through an annual audit of our systems and processes to ensure we are doing everything possible to keep you and your customers’ information secure at all times....
Activating your account
After submitting your application, and once all required documentation is received, your account will be activated within 72 hours. If for any reason additional information is requested, the activation timeline will be extended to 5-7 business days; your sales representative will communicate any additional needs. Once activated, you’ll receive an a...
ePayPolicy Referral Program
ePayPolicy has an incredible customer referral program! As an ePayPolicy customer, when you refer a company to ePayPolicy, we will credit your account and their's with $50 in subscription credit! How it works: In the dashboard, go to Profile > Referral Link Click 'Referral Link' and a new browser tab will appear Copy and share the url in the n...
Client paid the wrong agency
At ePayPolicy, we prioritize security and control over your financial transactions. While our dedicated team members are unable to initiate fund transfers from your bank account directly, we empower registered users on your ePayPolicy account to seamlessly send funds through our intuitive dashboard. This feature enables you to effortlessly transfe...
Send funds using ePay Policy's Payables Service
What is ePayPolicy's Payables service? ePayPolicy's Payables service allows you to effortlessly send funds to any agency, broker, MGA or premium finance company across the industry for less than the cost of a stamp! To bolster security, our system typically requires a separate co-signer to approve each payable payment. However if you find yourself a...
Add a logo to your payment page
Follow these steps to add a logo to your payment page + e-receipts. Login to the dashboard at app.epaypolicy.com Click Account > Logo Choose your logo file Click Upload You may edit the logo dimensions from the same page and click "Submit." See the Adding a Logo and Users demo video....
What Types of Payments are Accepted on ePayPolicy’s Payment Pages?
At ePayPolicy, we understand that your clients and partners have diverse payment preferences. That's why our platform is designed to accommodate a range of payment methods, including ACH, debit cards, and all major credit cards. In this article, you'll find detailed information about each of these payment options to ensure you can meet your clients'...
How to update or change your banking information for your ePayPolicy account
This article outlines the process for changing the banking information associated with your ePayPolicy account. For security and accuracy, all banking information updates are handled directly by our Support team. Keep in Mind For some accounts, the person requesting the change must be a user with ‘Manage account and users’ permission in the ePayP...
Send funds using ePayPolicy's Network Payables Service
ePayPolicy's Network Payables service allows you to effortlessly and quickly send funds to multiple payees. To bolster security, we require a separate co-signer to approve payable payments. In this guide, we'll walk you through the process to initiate and co-sign payable payments. How to Initiate a Payables Payment 1. Login to the ePayPolicy Dashb...